Edward Jones: Kara Bateman

04/09/2026

When it comes to your financial future, having the right people by your side can be a gamechanger. And your team at Edward Jones is right there with you to help you achieve what matters most. Because real wealth isn't just about numbers; the key to being rich is knowing what counts. Let's find your rich.

04/06/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

04/02/2026

Get money on your mind! April is Financial Literacy Month, and it’s important to understand your finances so you can take control of your future. Reach out and I can help you navigate the options and decisions to set you on a path of financial well-being.

Learn more: https://bit.ly/4tmw4PD

03/31/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

03/27/2026

Last night at the annual Women’s Expo, I was able to connect with many women from our community. Thank you to all of you that showed up, and I look forward to the opportunity to make a difference in your lives. It’s a rare thing to love your job, and I truly love helping others reach their financial goals.

03/23/2026

Our Managing Partner Penny Pennington joined Yahoo Finance to unpack the crosscurrents shaping today’s markets, how our Edward Jones financial advisors are guiding millions of clients through uncertain times and the evolving role of AI in financial services.

Watch the full interview: https://bit.ly/4t4CAKT

This content is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments will fluctuate and investors can lose some of or all of their money. References to specific companies or securities should not be construed as a recommendation to buy or sell the security, nor should it be assumed to be profitable.

03/18/2026

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

03/13/2026

Tax laws are set to change again in 2026, and these updates could have a real impact on your budget, your long‑term savings strategy and even your charitable giving plans. If you’d like to talk about what these updates might mean for your financial goals, I’m here to help.

In the meantime, you can learn more about these changes here: https://bit.ly/4lLmRy1

03/10/2026

Before you invest, understand Bitcoin’s volatility and risks. Our latest article breaks it down.

Bitcoin: Hype or smart investment?www.edwardjones.com/us-en

03/02/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

02/24/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en